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Author Topic:   Net Investing
InvestorGuide Daily
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posted 08-02-2000 06:27 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Sun Microsystems president and COO Ed Zander says that when your company is most successful is when you need to realign. (source: Upside) http://upside.com/Opinion/3980a48a0.html

InvestorGuide Daily
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posted 08-01-2000 06:52 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
This columnist thinks that Wall Street just doesn't get Inktomi. The fact that Yahoo dropped their search tool rocked the stock, but search engine software is becoming a smaller and smaller part of this software company's model. (source: theStreet.com) http://www.thestreet.com/comment/siliconbabylon/1020898.html

A subtle, but important, shift is under way in the business-to-business market: Many dotcom startups are shying away from building vertical Internet exchanges that would aggregate large numbers of buyers and sellers. Instead, they are using their technical prowess to help companies use the Net to connect with their established trading partners. (source: Upside) http://www.upside.com/Ebiz/3985df0f0.html

Cnet interviews executives on both sides of the AOL-Time Warner megamerger. Barry Schuler is AOL's president of the Interactive Services Group while Preston Padden is Disney's head of government affairs. (source: Cnet)
Schuler: http://news.cnet.com/news/0-1014-201-2402089-0.html
Padden: http://news.cnet.com/news/0-1014-201-2401774-0.html


InvestorGuide Daily
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posted 07-31-2000 06:43 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Several days after facing scrutiny from regulators for its planned merger with America Online, Time Warner announced today a preliminary agreement with Juno Online Services to offer high-speed Internet service to cable customers, the companies said. (source: Cnet) http://news.cnet.com/news/0-1005-200-2396729.html

InvestorGuide Weekly
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posted 07-31-2000 11:46 AM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
When the internet stock juggernaut ran into a brick wall this spring, collateral damage was inflicted on internet-focused mutual funds. (source: Business 2.0) http://www.business2.com/content/channels/investing/2000/07/25/15100

As more companies move business onto the web, how will experts respond to the need for increased security? (source: Red Herring) http://www.herring.com/insider/2000/0724/tech-fea-security-home.html

In the last three months, mutual funds have been selling Amazon like rats abandoning a sinking ship. (source: TheStreet) http://www.thestreet.com/funds/funds/1016079.html

InvestorGuide Daily
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posted 07-27-2000 06:31 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Venture capitalist, Steve Jurvetson believes the whole concept of a "retail brand" is an anachronism on the Internet. The vertically integrated e-retailer, such as Amazon, is a holdover from the physical world that is entirely out of place online. The future of e-retail is horizontal, not vertical. (source: Cnet) http://www.news.com/Perspectives/Column/0,176,467,00.html

InvestorGuide Daily
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posted 07-26-2000 06:43 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
AOL and Tokyo-based NTT DoCoMo Inc. are in talks to form a worldwide alliance to make AOL's online content and e-mail accessible via NTT DoCoMo's Internet-compatible mobile phones, the Nihon Keizai newspaper and state-run NHK television reported. (source: Washington Post) http://washingtonpost.com/wp-dyn/articles/A46436-2000Jul26.html

Shares of Go2Net surged 13% in after-hours trading Wednesday after wireless Internet specialist Infospace said it will acquire Go2Net in a $2.7 billion deal that will blend InfoSpace's wireless technology with Go2Net's e-commerce and broadband infrastructure. (source: MarketWatch) http://www.marketwatch.com/archive/20000726/news/current/insp.htx

Jim Seymour comes to the defense of Amazon.com, sort of. (source: TheStreet.com) http://www.thestreet.com/comment/techsavvy/1014500.html

Internet bellwether Amazon.com beat the Street by two cents after posting a $0.33 loss per share. (source: Cnet) http://news.cnet.com/news/0-1007-200-2352482.html

InvestorGuide Daily
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posted 07-25-2000 06:45 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Is profitability a possibility for Priceline? Yesterday's earnings report suggests it is close, but the stock dropped 20%. What's next? (source: Red Herring) http://redherring.com/investor/2000/0725/inv-priceline072500.html

Ebay reported quarterly profits of 4 cents per share. Analysts surveyed by First Call/Thomson Financial predicted eBay would earn 3 cents per share. (source: Cnet) http://news.cnet.com/news/0-1007-200-2343288.html

InvestorGuide Weekly
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posted 07-24-2000 01:27 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Microsoft's claims last week that the MSN network of Internet services has become the #1 worldwide internet destination for consumers on multiple web sites associated with the MSN brand got plenty of publicity upfront, but how true were they? (source: The Register) http://www.theregister.co.uk/content/1/12090.html

InvestorGuide Daily
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posted 07-21-2000 06:05 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
A coalition of the nation's largest record and movie studios yesterday filed a copyright-infringement suit against Scour.com, a venture partly owned by Hollywood heavyweight Michael Ovitz that they say is "Napster with movies" because it allows users to exchange digital music and video for free. (source: Washington Post) http://washingtonpost.com/wp-dyn/articles/A18642-2000Jul20.html

DrKoop.com shares soared 55% Friday after MilleniumHealth Communications offered to acquire the e-health Web site. Late in the afternoon Dr. Koop announced it had not entered into any agreement. (source: CNNfn) http://cnnfn.cnn.com/2000/07/21/deals/koop/

Can the Internet economy survive on a cookie-free diet? Critics are charging that Microsoft’s announcement this week that it will alter its popular Internet browser to warn consumers that a Web site is trying to read their “cookies” could have wreak havoc on the Internet advertising industry. (source: MSNBC) http://www.msnbc.com/news/435595.asp

In a multi-part series, theStreet.com's Jim Cramer goes through everything that might go wrong with a stock. (source: theStreet.com)
Part 1: http://www.thestreet.com/comment/wrongtactics/1005072.html
Part 2: http://www.thestreet.com/comment/wrongtactics/1007049.html

InvestorGuide Daily
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posted 07-20-2000 06:58 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
This columnist says the Cnet-Ziff-Davis deal is all about building a global technology and content platform, and that its architects may be worth betting on. (source: MarketWatch) http://www.marketwatch.com/archive/20000720/news/current/net_sense.htx

America Online beat the Street, saying business was boosted by strong advertising and e-commerce revenue and subscriber growth. (source: CNNfn) http://cnnfn.cnn.com/2000/07/20/companies/earns_aol/

In brief:

- Bertelsmann AG is announced Thursday that it is buying struggling online music seller Cdnow for about $115 million.
- Lycos chief executive Robert Davis said the purchase of the second-largest provider of Internet search services by Terra Networks could be closed by October.

InvestorGuide Daily
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posted 07-19-2000 06:46 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Online network CNET.com announced this morning they are acquiring competitor Ziff Davis in a $1.6 billion deal in order to expand their global presence in technology information. (source: Cnet) http://news.cnet.com/news/0-1005-200-2288595.html

InvestorGuide Daily
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posted 07-18-2000 07:06 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Traffic figures from Media Metrix and others have become the currency with which dot-coms are valued. But how much are the numbers really worth? (source: The Standard) http://thestandard.com/article/display/0,1151,16773,00.html

InvestorGuide Daily
Administrator
posted 07-17-2000 06:28 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Analysts cautioned against attaching too much importance to the claim by Microsoft on Monday that its consumer-oriented Internet services, MSN, had become the No. 1 worldwide Internet destination for consumers, surpassing AOL and Yahoo. (source: Upside) http://www.upside.com/texis/mvm/news/wire?id=39735a263

Walt Disney filed an objection with the FCC about the pending merger between AOL and Time Warner, according to a published report Monday. Disney said the merger should go forward only if the ownership of the merged company's content is separated from ownership of Time Warner's cable business. (source: MarketWatch) http://www.marketwatch.com/archive/20000717/news/current/dis.htx

In brief:

- Two top executives of the ailing drkoop.com health Web site resigned Monday as the company warned that its second-quarter earnings will result in another loss significantly greater than expected.

InvestorGuide Weekly
Administrator
posted 07-17-2000 02:51 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
The Wall Street Journal looks back at the internet IPO roller coaster and looks ahead to what might be coming next. http://dowjones.wsj.com/n/SB963573159145580523-d-main-c1.html

eCompany describes at 11 companies that have figured out how to make money on the web. http://www.ecompany.com/articles/mag/1,1640,6864,00.html

MarketWatch lists 10 mutual funds for the New Economy. http://www.marketwatch.com/archive/20000710/news/current/neweconomy.htx

Governments around the world are waking up to the fact that the internet and e-commerce need to be regulated. (source: Cnet) http://news.cnet.com/news/0-1007-200-2218621.html

Red Herring looks at how the correction in technology equities happened -- and what it means for the future. http://www.herring.com/mag/issue80/mag-new-80.html

InvestorGuide Weekly
Administrator
posted 07-17-2000 02:46 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Strong earnings from tech bellwethers have caused a mini-Nasdaq rally. Is this the beginning of more good times, or is a new bubble being born? (source: Red Herring) http://www.herring.com/investor/2000/0714/inv-earnings071400.html

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